This article guides you through the process of creating a client in Pabau. There are multiple methods available for client creation, ensuring flexibility in your workflow.
1. Create Button:
Log in to your Pabau account and navigate to the Create button at the top of the screen. Alternatively, use the hotkeys Shift + C.
2. Clients Page:
On the Clients page, locate the "Create Client" button.
3. Search Bar:
Click "Add New" when using the search bar.
4. Calendar:
When booking an appointment, you can either search for an existing client or create a new one instantly.
Regardless of the method chosen, the client creation process remains the same.
General Section:
- Input basic client details, including preferred salutation, name, surname, gender, and date of birth.
- Assign a preferred language and apply labels from the top right corner.
- Add contact information such as email address and phone number.
More Section:
- If additional information, like the name of the client's GP, is needed, it can be added under the "More" section.
- Any extra fields created will also be stored under "More."
Final Steps:
- Click "Create" in the top right corner to complete the client creation process.
NOTE: We suggest reading our Clients article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.